Reports-Data from single cell/row from multiple sheets

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Hello,

Brand new to smartsheets.

When I run a report, it grabs all the data from multiple sheets and the entire column of each sheet. This makes the report have 10+ rows for each sheet, when I want one row from each specific sheet .

Is there a way to define what row I want to report? I would like to be able to run a report on one row, and adjust the start dates. This way I can plan each project back to back in a gantt chart without having to go to each sheet individually.

The yellow cell is the main date that I want to be able to adjust in a report, for each job. This way I can schedule what job comes after which one, and pull more resources if I find an issue with scheduling.


Thank you very much,

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi David,

    Welcome to the Community and the wonderful world of Smartsheet!

    There are several ways to structure it so that the report only shows one specific row in each sheet.

    • If there is something unique about each row (name, assigned or something else)
    • Add a so-called helper column (checkbox to select what should be included in the report)

    Make sense? Would any of those options work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    工作流顾问/ CEO @WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

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Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108286,"type":"question","name":"Configuring Predecessors in forward scheduling vs backward scheduling","excerpt":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain to her how Predecessors would need to be configured in either scenario, I created the little example shown below. In the FORWARD section, the…","snippet":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain…","categoryID":321,"dateInserted":"2023-07-29T00:11:14+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T21:52:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163593,"lastUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T21:52:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":37,"score":null,"hot":3381405605,"url":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","format":"Rich","lastPost":{"discussionID":108286,"commentID":388026,"name":"Re: Configuring Predecessors in forward scheduling vs backward scheduling","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388026#Comment_388026","dateInserted":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T21:52:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4M6FSYYJUAME\/predecessors2.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"predecessors2.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T14:47:57+00:00","dateAnswered":"2023-07-29T20:17:17+00:00","acceptedAnswers":[{"commentID":387957,"body":"

This has to do with how a milestone is represented (ie. a 0 day duration). If you hard type milestone without a predecessor or successor, it will show up as the beginning of that day instead of the end of the day. If you have a milestone that is following a standard finish to start logic, it will show up at the end of the previous activity. <\/p>

So, Task B4 in the backwards version is actually saying that the completion happened in the 00:00 hr of that day. if you put any activity in that has a duration and uses the start to finish relationship, that activity will naturally finish at the end of the previous day. So, to get your example above to work, the finishing task would need to be 1 day long so it takes up the full work day. I found it easier to visualize if you zoom all the way in on the gantt chart so you can see the diamond symbol of the milestone at the beginning and end of the days when used in different set ups.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108291,"type":"question","name":"Conditional formatting in Gantt not working with dependencies","excerpt":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable dependencies, but I need those and don't understand why this should matter since I don't have any rules related to status or % complete in the…","snippet":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable…","categoryID":321,"dateInserted":"2023-07-29T22:50:55+00:00","dateUpdated":null,"dateLastComment":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164323,"lastUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3381404343,"url":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","format":"Rich","tagIDs":[219,319,437,439],"lastPost":{"discussionID":108291,"commentID":387971,"name":"Re: Conditional formatting in Gantt not working with dependencies","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387971#Comment_387971","dateInserted":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4N6Y1NCLVR43\/2023-07-29-15-46-58-281-29-moving-plan-smartsheet-com.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-07-29 15_46_58-(1) Moving plan - Smartsheet.com.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-30T15:39:24+00:00","dateAnswered":"2023-07-30T09:21:36+00:00","acceptedAnswers":[{"commentID":387967,"body":"

Hi @smbailey<\/a> <\/p>

I hope you're well and safe!<\/p>

I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>

Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4897,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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